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Chicago-Kent College of Law presents e E-Discovery Institute What Every Lawyer Needs to Know About E-Discovery Thursday, March 21, 2013 Continuing Legal Education

Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

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Page 1: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Registration Form: E-Discovery Institute Thursday, March 21, 2013 3 Easy Ways to RegisterOnline: cle.kentlaw.eduMail: Office of Continuing Legal & Professional Education

IITChicago-KentCollegeofLaw 565WestAdamsSt.

Chicago,IL60661-3691 Phone: (312)906-5090 Registration Fee Early Bird Registration Fee (per person).............................................................. $235(Until February 21, 2013)After February 21, 2013............................................................................................. $275Alumni Rate................................................................................................................. $199

Name(pleaseprint) ProfessionalTitle

Firm/Agency

Address

City State Zip

Telephone Fax

Email IfChicago-KentAlumni,listmonthandyearofgraduation:Month_____Year_____

Payment Information q Paymentbycheck. Amountenclosed$(Make check payable to: IIT Chicago-Kent College of Law) Registration form must accompany payment.Registrationwillnotbeacceptedunlesssubmittedwithpayment.

q Paymentbycreditcard. Amountenclosed$_________________

q VISA q MasterCard q AmericanExpress q Discover

Card# Exp.Date

Security Code

Signature

Chicago-Kent’s E-Discovery Institute Electronicdiscoveryisnowarealitythatalllitigationattorneyswillencounter.Theprolificuseoftechnologyhascreatedanenormousvolumeofelectronicinformationwhichisoftenoverlooked,andsometimesexploitedduringlitigation.Failureto preserve electronically stored information (ESI) creates seriousconsequences,includingmonetaryandevidentiarysanctions,theeffectsofwhichmaylastlongbeyondasinglecase.Thecostsofpreservation,collection,search,review,andproduction of ESI can be crippling if not efficiently managed. Understandingtheissuesandproficientlymanagingtheseconcernsarecriticaltoaneffectivediscoverystrategyinlitigation. TheprimaryobjectiveofChicago-Kent’sE-DiscoveryInstituteistointroduceparticipantstothecomplexitiesandpitfallsofe-discoveryissuesinanysizecase.Theprogramwilladdresscurrenttrendsine-discoverylawandemergingtechnologies,suchaspredictivecoding,cloudstorageandsocialmedia,and the strategies litigants can employ to successfully manage ESIpreservationandcollection.Joinusforaninsightfulandpracticaldiscussionoftheseissuesusingreal-lifeexamplesandillustrations.

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Chicago-Kent College of Law presentsThe E-Discovery InstituteWhatEveryLawyerNeedstoKnow AboutE-Discovery Thursday, March 21, 2013

IL MCLE Credit 6.5ILMCLEhourstotal,5.5hoursofgeneralMCLEand 1.0hourofethics/professionalismcredit

Continuing Legal Education

Cont

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07424_brochure _Page _ 1/23/2013 _ 1:12 PM

Page 2: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Registration Form: E-Discovery Institute Thursday, March 21, 2013 3 Easy Ways to RegisterOnline: cle.kentlaw.eduMail: Office of Continuing Legal & Professional Education

IITChicago-KentCollegeofLaw 565WestAdamsSt.

Chicago,IL60661-3691 Phone: (312)906-5090 Registration Fee Early Bird Registration Fee (per person).............................................................. $235(Until February 21, 2013)After February 21, 2013............................................................................................. $275Alumni Rate................................................................................................................. $199

Name(pleaseprint) ProfessionalTitle

Firm/Agency

Address

City State Zip

Telephone Fax

Email IfChicago-KentAlumni,listmonthandyearofgraduation:Month_____Year_____

Payment Information q Paymentbycheck. Amountenclosed$(Make check payable to: IIT Chicago-Kent College of Law) Registration form must accompany payment.Registrationwillnotbeacceptedunlesssubmittedwithpayment.

q Paymentbycreditcard. Amountenclosed$_________________

q VISA q MasterCard q AmericanExpress q Discover

Card# Exp.Date

Security Code

Signature

Chicago-Kent’s E-Discovery Institute Electronicdiscoveryisnowarealitythatalllitigationattorneyswillencounter.Theprolificuseoftechnologyhascreatedanenormousvolumeofelectronicinformationwhichisoftenoverlooked,andsometimesexploitedduringlitigation.Failureto preserve electronically stored information (ESI) creates seriousconsequences,includingmonetaryandevidentiarysanctions,theeffectsofwhichmaylastlongbeyondasinglecase.Thecostsofpreservation,collection,search,review,andproduction of ESI can be crippling if not efficiently managed. Understandingtheissuesandproficientlymanagingtheseconcernsarecriticaltoaneffectivediscoverystrategyinlitigation. TheprimaryobjectiveofChicago-Kent’sE-DiscoveryInstituteistointroduceparticipantstothecomplexitiesandpitfallsofe-discoveryissuesinanysizecase.Theprogramwilladdresscurrenttrendsine-discoverylawandemergingtechnologies,suchaspredictivecoding,cloudstorageandsocialmedia,and the strategies litigants can employ to successfully manage ESIpreservationandcollection.Joinusforaninsightfulandpracticaldiscussionoftheseissuesusingreal-lifeexamplesandillustrations.

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Inst

itute

Th

ursd

ay, M

arch

21,

201

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706

Chicago-Kent College of Law presentsThe E-Discovery InstituteWhatEveryLawyerNeedstoKnow AboutE-Discovery Thursday, March 21, 2013

IL MCLE Credit 6.5ILMCLEhourstotal,5.5hoursofgeneralMCLEand 1.0hourofethics/professionalismcredit

Continuing Legal Education

Cont

inui

ng L

egal

Edu

catio

n

07424_brochure _Page _ 1/23/2013 _ 1:43 PM

Page 3: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Thursday, March 21, 2013 8:00 a.m.–8:55 a.m. Registration

8:55 a.m.–9:00 a.m. Welcome & Announcements 9:00 a.m.–9:45 a.m. Introduction, Trends and Technology in E-Discovery Introduction to e-discovery EDRM and the traditional stages of e-discovery: •Identification •Preservationandcollection •Processing,reviewand analysis •Production 9:45 a.m.–10:45 a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process Duty to preserve: •When,where,whatandhow to preserve electronically stored information Preservation/collection: •Practicalconsiderationsand defensible strategies ESI processing and search techniques

Documentreview: •Strategiesandtechniques •Inadvertentproductionof privileged materials Form of production

10:45 a.m.–11:00 a.m. Break 11:00 a.m.–12:00 p.m. Judicial Perspectives on E-Discovery • Anupdateontheprogressof theSeventhCircuitPilotProgram • Updatesfromotherjurisdictions regarding ESI (Northern District of California) • ExpectationsfromaJudge’s perspective • Costshifting/phaseddiscovery • Proportionality/burden 12:00 p.m.–1:00 p.m.Lunch (on your own)

1:00 p.m.–2:15 p.m. Technology or Computer Assisted Review (TAR/CAR) • Thescienceofsearchanddata minimization • Searchtermpitfalls • PredictiveCodingandother technologyassistedreview techniques

2:15 p.m.–3:45 p.m. Litigating Effectively in the World of ESI: “Mock” Meet and Confer with Panel Commentary Rule 26(f) conference (meet and confer): •Cooperation,transparency and competence •E-DiscoveryLiaison •Identificationof electronically stored information •Reasonablyaccessible versus not reasonably accessible ESI •Costshifting •Scopeofpreservation/ collection •Proportionality/burden •Phaseddiscovery •TAR/CAR •Privilege/Confidentiality Requirements (502(d) Order) •Formofproduction 3:45 p.m.–4:00 p.m. Break

4:00 p.m.–5:00 p.m. Ethical Issues: Discovery of Social Media (1.0 hour of IL MCLE professionalism/ethics credit) Definition&scopeofsocialmedia use ImportanceasDiscoveryTarget Discoverability: •Relevance •Possession,custodyor control issues Methods of and limitations on discovery of social media: •TheStoredCommunications Act •Informaldiscovery •Thirdpartysubpoenas •Interrogatories&document requests Practicalconsiderationsforpreservation,collection& production of social media content: •Dataidentificationand collection(i.e.,thewhat, whereandhow) •Chainofcustodyand authenticity considerations •Productionformat 5:00 p.m.–6:00 p.m. Networking Reception

Program ScheduleProgram at a Glance

Program LocationTheconferencewillbeheldatIITChicago-KentCollegeofLaw,565WestAdamsStreetin Chicago. Confirmation of Registration Aletterofconfirmationwillbeemailed to the address given on your registration form. If you do not receive an email confirmation after registering and before the conference please contact the Office of Continuing Legal & Professional Education at [email protected]. Confirmation of Attendance Acertificateofattendancewillbe provided at registration. Registration Fee (per person)

Early Registration Fee: $235(Until February 21, 2013)

After February 21, 2013: $275

Alumni: Rate $199 Cancellations and RefundsWrittennotificationofcancellationisrequired.Afulltuition refund is available if notificationisreceivedpriortoFebruary21;25%willbechargedifnotificationisreceivedbetweenFebruary21andMarch14,2013.NorefundswillbegrantedafterMarch14,2013.

MCLE Credit IITChicago-KentCollegeofLawisanaccreditedproviderforIL&PAMCLE.Thisconferenceiseligible for 6.5 hours on a “60 minute” credit hour; includes 1.0hourofprofessionalism/ethicscredit. For additional information: please call the Office of ContinuingLegaland ProfessionalEducation, Chicago-Kent College of Law, (312) 906-5090,orsendanemailto [email protected]. Upcoming CLE Programs February 22, 2013LGBTCivilRightsSymposium March 7-8, 201312th annual EnvironmentalLawConference March 12, 201335thannual KennethM.PiperLecture “Redistributing Health and Retirement Risks” April 18-19, 201330thannual Section1983CivilRights LitigationConference May 2-3, 201332ndannual FederalTaxInstitute June 6, 201332ndannualConferenceon Not-For-ProfitOrganizations June 27-28, 2013“GivingGround”TheCLEPlay

General Information

Bobbi BasileDirectorofAnalyticsConsulting &Operations RDCAnalytics Jay C. CarleSeniorAssociate SeyfarthShawLLP Scott A. CarlsonPartner SeyfarthShawLLP Kevin M. ClarkVicePresident ClientAdvisoryGroup TrustPointInternational Michael DwyerLegalOperations MotorolaSolutions,Inc. Daniel T. GrahamMember ClarkHillPLC Jonathan E. GrossmanPatentAttorney FreseniusKabiUSA

Honorable James F. HoldermanChiefJudge UnitedStatesDistrictCourt Northern District of Illinois Todd KunzVicePresident,eDiscoverySolutions ComplianceStaffing,Inc. Jonathan E. MoorePartner WarnerNorcross&JuddLLP Wendy J. MuchmanChiefofLitigation&ProfessionalEducation,AttorneyRegistration&Disciplinary Commission Deborah A. Ratterman-WarneckeDirector,DiscoveryServices Sears Holding Management Corp. Herbert L. RoitblatChiefScientist& ChiefTechnologyOfficer OrcaTecLLC Mandi RossCEO/ManagingDirector PrismLitigationTechnology

9:00a.m.-9:45a.m. Introduction, Trends and Technology in E-Discovery

9:45a.m.-10:45a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process 11:00a.m.-12:00p.m. Judicial Perspectives on E-Discovery 12:00p.m.-1:00p.m. Lunch (on your own) 1:00p.m.-2:15p.m. Technology or Computer Assisted Review (TAR/CAR)

2:15p.m.-3:45p.m. Litigating Effectively in the World of ESI: Including a Rule 26(f) “Mock” Meet and Confer with Panel Commentary

4:00p.m.-5:00p.m. Ethical Issues: Discovery of Social Media

5:00p.m.-6:00p.m. Networking Reception

Institute Speakers

Page 4: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Thursday, March 21, 2013 8:00 a.m.–8:55 a.m. Registration

8:55 a.m.–9:00 a.m. Welcome & Announcements 9:00 a.m.–9:45 a.m. Introduction, Trends and Technology in E-Discovery Introduction to e-discovery EDRM and the traditional stages of e-discovery: •Identification •Preservationandcollection •Processing,reviewand analysis •Production 9:45 a.m.–10:45 a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process Duty to preserve: •When,where,whatandhow to preserve electronically stored information Preservation/collection: •Practicalconsiderationsand defensible strategies ESI processing and search techniques

Documentreview: •Strategiesandtechniques •Inadvertentproductionof privileged materials Form of production

10:45 a.m.–11:00 a.m. Break 11:00 a.m.–12:00 p.m. Judicial Perspectives on E-Discovery • Anupdateontheprogressof theSeventhCircuitPilotProgram • Updatesfromotherjurisdictions regarding ESI (Northern District of California) • ExpectationsfromaJudge’s perspective • Costshifting/phaseddiscovery • Proportionality/burden 12:00 p.m.–1:00 p.m.Lunch (on your own)

1:00 p.m.–2:15 p.m. Technology or Computer Assisted Review (TAR/CAR) • Thescienceofsearchanddata minimization • Searchtermpitfalls • PredictiveCodingandother technologyassistedreview techniques

2:15 p.m.–3:45 p.m.

Rule 26(f) conference (meet and confer): •Cooperation,transparency and competence •E-DiscoveryLiaison •Identificationof electronically stored information •Reasonablyaccessible versus not reasonably accessible ESI •Costshifting •Scopeofpreservation/ collection •Proportionality/burden •Phaseddiscovery •TAR/CAR •Privilege/Confidentiality Requirements (502(d) Order) •Formofproduction 3:45 p.m.–4:00 p.m. Break

4:00 p.m.–5:00 p.m. Ethical Issues: Discovery of Social Media (1.0 hour of IL MCLE professionalism/ ethics credit) Definition&scopeofsocialmedia use ImportanceasDiscoveryTarget Discoverability: •Relevance •Possession,custodyor control issues Methods of and limitations on discovery of social media: •TheStoredCommunications Act •Informaldiscovery •Thirdpartysubpoenas •Interrogatories&document requests Practicalconsiderationsforpreservation,collection& production of social media content: •Dataidentificationand collection(i.e.,thewhat, whereandhow) •Chainofcustodyand authenticity considerations •Productionformat 5:00 p.m.–6:00 p.m. Networking Reception

Program ScheduleProgram at a Glance

Program LocationTheconferencewillbeheldatIITChicago-KentCollegeofLaw,565WestAdamsStreetin Chicago. Confirmation of Registration Aletterofconfirmationwillbeemailed to the address given on your registration form. If you do not receive an email confirmation after registering and before the conference please contact the Office of Continuing Legal & Professional Education at [email protected]. Confirmation of Attendance Acertificateofattendancewillbe provided at registration. Registration Fee (per person)

Early Registration Fee: $235 (Until February 21, 2013)

After February 21, 2013: $275

Alumni: Rate $199 Cancellations and RefundsWrittennotificationofcancellationisrequired.Afulltuition refund is available if notificationisreceivedpriortoFebruary21;25%willbechargedifnotificationisreceivedbetweenFebruary21andMarch14,2013.NorefundswillbegrantedafterMarch14,2013.

MCLE Credit IITChicago-KentCollegeofLawisanaccreditedproviderforIL&PAMCLE.Thisconferenceiseligible for 6.5 hours on a “60 minute” credit hour; includes 1.0hourofprofessionalism/ethicscredit. For additional information: please call the Office of ContinuingLegaland ProfessionalEducation, Chicago-Kent College of Law, (312) 906-5090,orsendanemailto [email protected]. Upcoming CLE Programs February 22, 2013LGBTCivilRightsSymposium March 7-8, 2013 12th annual ISBA EnvironmentalLawConference March 12, 2013 35thannual KennethM.PiperLecture “Redistributing Health and Retirement Risks” April 18-19, 2013 30thannual Section1983CivilRights LitigationConference May 2-3, 201332ndannual FederalTaxInstitute June 6, 201332ndannualConferenceon Not-For-ProfitOrganizations June 27-28, 2013“GivingGround”TheCLEPlay

General Information

Institute Speakers

9:00a.m.-9:45a.m. Introduction, Trends and Technology in E-Discovery

9:45a.m.-10:45a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process 11:00a.m.-12:00p.m. Judicial Perspectives on E-Discovery 12:00p.m.-1:00p.m. Lunch (on your own) 1:00p.m.-2:15p.m. Technology or Computer Assisted Review (TAR/CAR)

2:15p.m.-3:45p.m. Litigating Effectively in the World of ESI: Including a Mock “Meet and Confer” with Panel Commentary

4:00p.m.-5:00p.m. Ethical Issues: Discovery of Social Media

5:00p.m.-6:00p.m. Networking Reception

Bobbi Basile Director of Analytics Consulting & Operations RDC Analytics Jay C. Carle Senior Associate Seyfarth Shaw LLP Scott A. Carlson Partner Seyfarth Shaw LLP Kevin M. Clark Vice President Client Advisory Group TrustPoint International Michael Dwyer Legal Operations Motorola Solutions, Inc. Daniel T. Graham Member Clark Hill PLC Jonathan E. Grossman Patent Attorney Fresenius Kabi USA

Honorable James F. Holderman Chief Judge United States District Court Northern District of Illinois Todd Kunz Vice President eDiscovery Solutions Compliance Staffing Inc. Jonathan E. Moore Partner Warner Norcross & Judd LLP Wendy J. Muchman Chief of Litigation & Professional Education, Attorney Registration & Disciplinary Commission Herbert L. Roitblat Chief Scientist & Chief Technology Officer OrcaTec LLC Mandi Ross CEO/Managing Director Prism Litigation Technology

Litigating Effectively in the World of ESI: Mock “Meet and Confer” with Panel Commentary

07424_brochure _Page _ 1/23/2013 _ 1:12 PM

Page 5: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Thursday, March 21, 2013 8:00 a.m.–8:55 a.m. Registration

8:55 a.m.–9:00 a.m. Welcome & Announcements 9:00 a.m.–9:45 a.m. Introduction, Trends and Technology in E-Discovery Introduction to e-discovery EDRM and the traditional stages of e-discovery: •Identification •Preservationandcollection •Processing,reviewand analysis •Production 9:45 a.m.–10:45 a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process Duty to preserve: •When,where,whatandhow to preserve electronically stored information Preservation/collection: •Practicalconsiderationsand defensible strategies ESI processing and search techniques

Documentreview: •Strategiesandtechniques •Inadvertentproductionof privileged materials Form of production

10:45 a.m.–11:00 a.m. Break 11:00 a.m.–12:00 p.m. Judicial Perspectives on E-Discovery • Anupdateontheprogressof theSeventhCircuitPilotProgram • Updatesfromotherjurisdictions regarding ESI (Northern District of California) • ExpectationsfromaJudge’s perspective • Costshifting/phaseddiscovery • Proportionality/burden 12:00 p.m.–1:00 p.m.Lunch (on your own)

1:00 p.m.–2:15 p.m. Technology or Computer Assisted Review (TAR/CAR) • Thescienceofsearchanddata minimization • Searchtermpitfalls • PredictiveCodingandother technologyassistedreview techniques

2:15 p.m.–3:45 p.m.

Rule 26(f) conference (meet and confer): •Cooperation,transparency and competence •E-DiscoveryLiaison •Identificationof electronically stored information •Reasonablyaccessible versus not reasonably accessible ESI •Costshifting •Scopeofpreservation/ collection •Proportionality/burden •Phaseddiscovery •TAR/CAR •Privilege/Confidentiality Requirements (502(d) Order) •Formofproduction 3:45 p.m.–4:00 p.m. Break

4:00 p.m.–5:00 p.m. Ethical Issues: Discovery of Social Media (1.0 hour of IL MCLE professionalism/ ethics credit) Definition&scopeofsocialmedia use ImportanceasDiscoveryTarget Discoverability: •Relevance •Possession,custodyor control issues Methods of and limitations on discovery of social media: •TheStoredCommunications Act •Informaldiscovery •Thirdpartysubpoenas •Interrogatories&document requests Practicalconsiderationsforpreservation,collection& production of social media content: •Dataidentificationand collection(i.e.,thewhat, whereandhow) •Chainofcustodyand authenticity considerations •Productionformat 5:00 p.m.–6:00 p.m. Networking Reception

Program ScheduleProgram at a Glance

Program LocationTheconferencewillbeheldatIITChicago-KentCollegeofLaw,565WestAdamsStreetin Chicago. Confirmation of Registration Aletterofconfirmationwillbeemailed to the address given on your registration form. If you do not receive an email confirmation after registering and before the conference please contact the Office of Continuing Legal & Professional Education at [email protected]. Confirmation of Attendance Acertificateofattendancewillbe provided at registration. Registration Fee (per person)

Early Registration Fee: $235 (Until February 21, 2013)

After February 21, 2013: $275

Alumni: Rate $199 Cancellations and RefundsWrittennotificationofcancellationisrequired.Afulltuition refund is available if notificationisreceivedpriortoFebruary21;25%willbechargedifnotificationisreceivedbetweenFebruary21andMarch14,2013.NorefundswillbegrantedafterMarch14,2013.

MCLE Credit IITChicago-KentCollegeofLawisanaccreditedproviderforIL&PAMCLE.Thisconferenceiseligible for 6.5 hours on a “60 minute” credit hour; includes 1.0hourofprofessionalism/ethicscredit. For additional information: please call the Office of ContinuingLegaland ProfessionalEducation, Chicago-Kent College of Law, (312) 906-5090,orsendanemailto [email protected]. Upcoming CLE Programs February 22, 2013LGBTCivilRightsSymposium March 7-8, 2013 12th annual ISBA EnvironmentalLawConference March 12, 2013 35thannual KennethM.PiperLecture “Redistributing Health and Retirement Risks” April 18-19, 2013 30thannual Section1983CivilRights LitigationConference May 2-3, 201332ndannual FederalTaxInstitute June 6, 201332ndannualConferenceon Not-For-ProfitOrganizations June 27-28, 2013“GivingGround”TheCLEPlay

General Information

Institute Speakers

9:00a.m.-9:45a.m. Introduction, Trends and Technology in E-Discovery

9:45a.m.-10:45a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process 11:00a.m.-12:00p.m. Judicial Perspectives on E-Discovery 12:00p.m.-1:00p.m. Lunch (on your own) 1:00p.m.-2:15p.m. Technology or Computer Assisted Review (TAR/CAR)

2:15p.m.-3:45p.m. Litigating Effectively in the World of ESI: Including a Mock “Meet and Confer” with Panel Commentary

4:00p.m.-5:00p.m. Ethical Issues: Discovery of Social Media

5:00p.m.-6:00p.m. Networking Reception

Bobbi Basile Director of Analytics Consulting & Operations RDC Analytics Jay C. Carle Senior Associate Seyfarth Shaw LLP Scott A. Carlson Partner Seyfarth Shaw LLP Kevin M. Clark Vice President Client Advisory Group TrustPoint International Michael Dwyer Legal Operations Motorola Solutions, Inc. Daniel T. Graham Member Clark Hill PLC Jonathan E. Grossman Patent Attorney Fresenius Kabi USA

Honorable James F. Holderman Chief Judge United States District Court Northern District of Illinois Todd Kunz Vice President eDiscovery Solutions Compliance Staffing Inc. Jonathan E. Moore Partner Warner Norcross & Judd LLP Wendy J. Muchman Chief of Litigation & Professional Education, Attorney Registration & Disciplinary Commission Herbert L. Roitblat Chief Scientist & Chief Technology Officer OrcaTec LLC Mandi Ross CEO/Managing Director Prism Litigation Technology

Litigating Effectively in the World of ESI: Mock “Meet and Confer” with Panel Commentary

07424_brochure _Page _ 1/23/2013 _ 1:12 PM

Page 6: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Thursday, March 21, 2013 8:00 a.m.–8:55 a.m. Registration

8:55 a.m.–9:00 a.m. Welcome & Announcements 9:00 a.m.–9:45 a.m. Introduction, Trends and Technology in E-Discovery Introduction to e-discovery EDRM and the traditional stages of e-discovery: •Identification •Preservationandcollection •Processing,reviewand analysis •Production 9:45 a.m.–10:45 a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process Duty to preserve: •When,where,whatandhow to preserve electronically stored information Preservation/collection: •Practicalconsiderationsand defensible strategies ESI processing and search techniques

Documentreview: •Strategiesandtechniques •Inadvertentproductionof privileged materials Form of production

10:45 a.m.–11:00 a.m. Break 11:00 a.m.–12:00 p.m. Judicial Perspectives on E-Discovery • Anupdateontheprogressof theSeventhCircuitPilotProgram • Updatesfromotherjurisdictions regarding ESI (Northern District of California) • ExpectationsfromaJudge’s perspective • Costshifting/phaseddiscovery • Proportionality/burden 12:00 p.m.–1:00 p.m.Lunch (on your own)

1:00 p.m.–2:15 p.m. Technology or Computer Assisted Review (TAR/CAR) • Thescienceofsearchanddata minimization • Searchtermpitfalls • PredictiveCodingandother technologyassistedreview techniques

2:15 p.m.–3:45 p.m.

Rule 26(f) conference (meet and confer): •Cooperation,transparency and competence •E-DiscoveryLiaison •Identificationof electronically stored information •Reasonablyaccessible versus not reasonably accessible ESI •Costshifting •Scopeofpreservation/ collection •Proportionality/burden •Phaseddiscovery •TAR/CAR •Privilege/Confidentiality Requirements (502(d) Order) •Formofproduction 3:45 p.m.–4:00 p.m. Break

4:00 p.m.–5:00 p.m. Ethical Issues: Discovery of Social Media (1.0 hour of IL MCLE professionalism/ ethics credit) Definition&scopeofsocialmedia use ImportanceasDiscoveryTarget Discoverability: •Relevance •Possession,custodyor control issues Methods of and limitations on discovery of social media: •TheStoredCommunications Act •Informaldiscovery •Thirdpartysubpoenas •Interrogatories&document requests Practicalconsiderationsforpreservation,collection& production of social media content: •Dataidentificationand collection(i.e.,thewhat, whereandhow) •Chainofcustodyand authenticity considerations •Productionformat 5:00 p.m.–6:00 p.m. Networking Reception

Program ScheduleProgram at a Glance

Program LocationTheconferencewillbeheldatIITChicago-KentCollegeofLaw,565WestAdamsStreetin Chicago. Confirmation of Registration Aletterofconfirmationwillbeemailed to the address given on your registration form. If you do not receive an email confirmation after registering and before the conference please contact the Office of Continuing Legal & Professional Education at [email protected]. Confirmation of Attendance Acertificateofattendancewillbe provided at registration. Registration Fee (per person)

Early Registration Fee: $235 (Until February 21, 2013)

After February 21, 2013: $275

Alumni Rate: $199 Cancellations and RefundsWrittennotificationofcancellationisrequired.Afulltuition refund is available if notificationisreceivedpriortoFebruary21;25%willbechargedifnotificationisreceivedbetweenFebruary21andMarch14,2013.NorefundswillbegrantedafterMarch14,2013.

MCLE Credit IITChicago-KentCollegeofLawisanaccreditedproviderforIL&PAMCLE.Thisconferenceiseligible for 6.5 hours on a “60 minute” credit hour; includes 1.0hourofprofessionalism/ethicscredit. For additional information: please call the Office of ContinuingLegaland ProfessionalEducation, Chicago-Kent College of Law, (312) 906-5090,orsendanemailto [email protected]. Upcoming CLE Programs February 22, 2013LGBTCivilRightsSymposium March 7-8, 2013 12th annual ISBA EnvironmentalLawConference March 12, 2013 35thannual KennethM.PiperLecture “Redistributing Health and Retirement Risks” April 18-19, 2013 30thannual Section1983CivilRights LitigationConference May 2-3, 201332ndannual FederalTaxInstitute June 6, 201332ndannualConferenceon Not-For-ProfitOrganizations June 27-28, 2013“GivingGround”TheCLEPlay

General Information

Institute Speakers

9:00a.m.-9:45a.m. Introduction, Trends and Technology in E-Discovery

9:45a.m.-10:45a.m. E-Discovery Bytes: Practical Tips for Implementing a Defensible E-Discovery Process 11:00a.m.-12:00p.m. Judicial Perspectives on E-Discovery 12:00p.m.-1:00p.m. Lunch (on your own) 1:00p.m.-2:15p.m. Technology or Computer Assisted Review (TAR/CAR)

2:15p.m.-3:45p.m. Litigating Effectively in the World of ESI: Including a Mock “Meet and Confer” with Panel Commentary

4:00p.m.-5:00p.m. Ethical Issues: Discovery of Social Media

5:00p.m.-6:00p.m. Networking Reception

Bobbi Basile Director of Analytics Consulting & Operations RDC Analytics Jay C. Carle Senior Associate Seyfarth Shaw LLP Scott A. Carlson Partner Seyfarth Shaw LLP Kevin M. Clark Vice President Client Advisory Group TrustPoint International Michael Dwyer Legal Operations Motorola Solutions, Inc. Daniel T. Graham Member Clark Hill PLC Jonathan E. Grossman Patent Attorney Fresenius Kabi USA

Honorable James F. Holderman Chief Judge United States District Court Northern District of Illinois Todd Kunz Vice President eDiscovery Solutions Compliance Staffing Inc. Jonathan E. Moore Partner Warner Norcross & Judd LLP Wendy J. Muchman Chief of Litigation & Professional Education, Attorney Registration & Disciplinary Commission Herbert L. Roitblat Chief Scientist & Chief Technology Officer OrcaTec LLC Mandi Ross CEO/Managing Director Prism Litigation Technology

Litigating Effectively in the World of ESI: Mock “Meet and Confer” with Panel Commentary

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Page 7: Registration Form: E-Discovery Institute - Chicago-Kent ... · Registration Form: E-Discovery Institute Thursday, March 21, ... , list month and year of graduation: ... P ay me n

Registration Form: E-Discovery Institute Thursday, March 21, 2013 3 Easy Ways to RegisterOnline: cle.kentlaw.eduMail: Office of Continuing Legal & Professional Education

IITChicago-KentCollegeofLaw 565WestAdamsSt.

Chicago,IL60661-3691 Phone: (312)906-5090 Registration Fee Early Bird Registration Fee (per person).............................................................. $235(Until February 21, 2013)After February 21, 2013............................................................................................. $275Alumni Rate................................................................................................................. $199

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Email IfChicago-KentAlumni,listmonthandyearofgraduation:Month_____Year_____

Payment Information q Paymentbycheck. Amountenclosed$(Make check payable to: IIT Chicago-Kent College of Law) Registration form must accompany payment.Registrationwillnotbeacceptedunlesssubmittedwithpayment.

q Paymentbycreditcard. Amountenclosed$_________________

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Chicago-Kent’s E-Discovery Institute Electronicdiscoveryisnowarealitythatalllitigationattorneyswillencounter.Theprolificuseoftechnologyhascreatedanenormousvolumeofelectronicinformationwhichisoftenoverlooked,andsometimesexploitedduringlitigation.Failureto preserve electronically stored information (ESI) creates seriousconsequences,includingmonetaryandevidentiarysanctions,theeffectsofwhichmaylastlongbeyondasinglecase.Thecostsofpreservation,collection,search,review,andproduction of ESI can be crippling if not efficiently managed. Understandingtheissuesandproficientlymanagingtheseconcernsarecriticaltoaneffectivediscoverystrategyinlitigation. TheprimaryobjectiveofChicago-Kent’sE-DiscoveryInstituteistointroduceparticipantstothecomplexitiesandpitfallsofe-discoveryissuesinanysizecase.Theprogramwilladdresscurrenttrendsine-discoverylawandemergingtechnologies,suchaspredictivecoding,cloudstorageandsocialmedia,and the strategies litigants can employ to successfully manage ESIpreservationandcollection.Joinusforaninsightfulandpracticaldiscussionoftheseissuesusingreal-lifeexamplesandillustrations.

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Chicago-Kent College of Law presentsThe E-Discovery InstituteWhatEveryLawyerNeedstoKnow AboutE-Discovery Thursday, March 21, 2013

IL MCLE Credit 6.5ILMCLEhourstotal,5.5hoursofgeneralMCLEand 1.0hourofethics/professionalismcredit

Continuing Legal Education

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